Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Cohen & Steers Quality Income Realty shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Cohen & Steers Quality Income Realty (RQI) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Cohen & Steers Quality Income Realty

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Quality Income Realty held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Quality Income Realty by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $346k 30k 11.42

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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Alps Etf Tr Smith Core Plus (SMTH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
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Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Cohen & Steers Quality Income Realty

Raymond James Financial
Mission Hills Financial Advisory
Wells Fargo & Company
Ameriprise Financial
LPL Financial
UBS Group
Lake Street Financial
Mariner Wealth Advisors
Royal Bank of Canada
Cornerstone Advisors
Commonwealth Equity Services
Advisor Group Holdings
Cyndeo Wealth Partners
Wolverine Asset Management
Wealth Advisory Solutions

View all funds holding Cohen & Steers Quality Income Realty